On Bloomberg TV, I discuss the surge in Bitcoin Treasury Companies, the power of Digital Credit instruments like $STRK, $STRF, $STRD, and $STRC, and why Digital Gold outshines gold.

Andy Constan Giovanni Giovanni's BTC_POWER_LAW has the best explanation. He is a PhD astrophysicist, and has done extensive scientific research on the topic. The SIMPLEST version of the power law: price = 0.01*age^5.7 When age increases by 50%, price goes up 10x, as shown here:

ビットコインではなく、なぜメタプラネットなのか？ 続編note書きました〜 note.com/taka40583/n/n9…

Metaplanet Q2 Earnings Results: - Revenue ¥1.239B ($8.4M) +41% QoQ - Gross Profit ¥816M ($5.5M) +38% QoQ - Ordinary Profit ¥17.4B ($117.8M) vs. -¥6.9B - Net Income ¥11.1B ($75.1M) vs. -¥5.0B - Assets ¥238.2B ($1.61B) +333% QoQ - Net Assets ¥201.0B ($1.36B) +299% QoQ

STRF & STRC Relevant Portions of Q2 Earnings - STRC issuance guidance - STRF & STRC credit quality - P/E or P/(BTC GAIN) Expectations of 30% leverage ratio with prefs, what does that do to share price? - The wild card scenario of higher and higher Pref leverage ratios and

There has been concern that EVO’s stock sales are depressing / capping the share price. Here, I examined two datasets, the 21m plan and the 555 plan — to test whether EVO selling volume correlates with changes in stock price or if there is any difference compared to the 21m plan.

最近の株価下落に落胆の声があることは理解しています。それは当然の反応だと思います。しかし、私たちに確信を与えてくれるのは、着実に築き上げてきた「土台」です。これまで共に達成してきた成果（マイルストーン）を振り返りましょう。なぜなら、長期的には「企業の本源的な強さ（ファンダメンタル

I hear the disappointment in the recent pullback. It’s natural to feel that way. But what gives us conviction is the foundation we are building. Let’s review the milestones we’ve reached together, because over time fundamentals prevail.

It's not merely a snapshot of the past. It's a predictive tool. This predictability stems from scaling properties—the essence of the power law—which typically remain stable across many orders of magnitude. There's a reason this property has held for 16 years and over eight

Yes, Metaplanet has been included

Metaplanet has been promoted from Small to Mid Cap in the latest FTSE Global Equity Index Quarterly changes. Mid Cap → now part of FTSE Japan Index → therefore automatically included in FTSE World Index as well.

Probability of Positive Bitcoin Returns Per Holding Period: •1 Day: 53.1% •1 Week: 55.7% •1 Month: 57.8% •1 Qtr: 63.5% •1 Yr: 76.5% •3 Yr: 99.3% •5 Yr: 99.8% •10 Yr: 100%

🚨MSW Price Adjustment Day Mayhem🚀 🧵After last night's disclosure from Metaplanet about the large exercise of moving strike warrants and bond repayment, we got two more disclosures, including a suspension of the MSWs in connection with a new share offering. Let's dive in!

Evo has already exercised 56,800,000 shares in Aug. That's only another 3,900,000 shares left for them to exercise.👀 It might mean they wouldn't be selling that much more in the next 2 trading days

メタプラの皆様は喋られませんが、私は喋られるので言わせていただきます。 株主総会でサイモン社長は言いました。 『成長を目指す過程で変動はある。その変動は必要なものであるので、我々の動きを見てほしい』 機関の空売りなど今に始まったことではありません。

WHY I AM MORE BULLISH THAN EVER ON MSTR AND METAPLANET The negative sentiment on here is HOGWASH. Compounding Bitcoin with intelligent leverage over a long time horizon = VALHALLA. Don't believe me? Let's run the math. 36 MINUTE DEEP DIVE:

When I first started buying Metaplanet $MTPLF in early May when the stock was under $4, I did my due diligence and thought that this company was a great place to park my long term cash and possibly 10x my money over the next couple of years. The reasons why: 1) Metaplanet had

Short sellers are unethical to say the very least. Very sure hope this is the case, make them pay back

I continue to see this take where people are pretending there’s some linear “wait until multiples are higher, then dilute” strategy… That betrays a total misunderstanding of why multiples (mNAV) expand in the first place. Multiples don’t magically appear because you

Since my post yesterday, some have said: “You’re not Amazon. That’s a ridiculous comparison.” With respect, I don’t think it is. In the early 2000s, many thought Amazon’s TAM was just books. They were wrong—it was building the rails of the internet economy. We are addressing